TWM
Trueblood Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
3,246
+21
| +0.7% | +$5.73K | 0.37% | 94 |
|
|
2025
Q1 | $866K | Buy |
3,225
+530
| +20% | +$142K | 0.4% | 86 |
|
|
2024
Q4 | $901K | Buy |
2,695
+319
| +13% | +$107K | 0.44% | 71 |
|
|
2024
Q3 | $650K | Buy |
2,376
+49
| +2% | +$13.4K | 0.33% | 98 |
|
|
2024
Q2 | $598K | Buy |
2,327
+94
| +4% | +$24.2K | 0.34% | 97 |
|
|
2024
Q1 | $673K | Buy |
2,233
+450
| +25% | +$136K | 0.39% | 85 |
|
|
2023
Q4 | $469K | Buy |
+1,783
| New | +$469K | 0.29% | 107 |
|